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better in accuracy. The adverse effects of surge and swab J.A. Burkhardt Surge Pressure Formula
pressure were recognized very early in rotary drilling by One of the proven mathematical methods for predicting the
Cannon3) in 1934 who concerned with blowouts that were surge pressure, developed by J.A. Burkhardt in his paper
occurring in normal pressure wells and the last one by Bible, “Wellbore Pressure Surges Produced by Pipe Movement,”
Hedayati, and Choo5) that using a computer iteration program October, 1960, SPE No.1546-G2). This paper developed surge
in the field to calculate swab and surge pressure. pressure formula for closed and open pipe that is validated
The mathematical methods and computer iteration using field experimental data.
program, which have been proven to the most accurate by Surge Pressure (Ps) for closed pipe could be expressed as,
actual test, were found to be too involved and laborious for use • Laminar Flow:
by field personnel and not all the drilling rig has the computer Ps = B. µp.Vp + τo /(0,3.(Dh-De))………………….……(1)
program4). The graphical methods found in the literature did
• Turbulent Flow:
not cover all ranges of mud properties and hole-pipe size 0,21 0,806 1,8
Ps = A. µp .ρ . Vp ……………………………..(2)
combinations, and therefore inadequate for field use4). One of
the proven mathematical methods developed by J.A.
New Surge Pressure Formulas
Burkhardt2) and also there are its nomographs. In Burkhardt
This paper developed some of new simple formulas for
formulas still involving correction parameter using graphics
determining surge pressure as a function of pipe velocities
plot. Both of these methods were not efficient for field used
parameter, mud properties, pipes and hole sizes diameter.
and it could cause a human error when plotting the graphic,
The principal of calculating the surge pressure are by
therefore we need the simple formula that are simple and
converting the pipe velocities into effective average mud
convenient enough to be used by rig personnel in the field.
velocities in the annulus using J.A Burkhardt formula and
These new formulas are simple and convenient enough to
maximum mud velocities from Preston L Moore. Then based
be used in the field for predicting the surge or swab pressure
on the maximum mud velocities, we calculate the surge
for range values of pipe velocities, mud properties, hole-pipe
pressure by using pressure loss equation for Bingham Plastic
size, which most often encountered in field operations. Using
fluids (see Fig 3).
pore pressure and fracture gradient from field data
information, the safe tripping speeds could be calculated.
Effective Annular Mud Velocities from Burkhardt and
In developing these formulas, there are some assumptions
Maximum Velocities from P.L. Moore
involved such as: Based on the theory developed by Burkhardt, the effective
1. The calculations are made for closed pipe condition. The annular mud velocities (Vac) is expressed as,
pipe would actually be closed only when using drill pipe
floats or when using conventional float collars when Dp 2
Vac = + K .V p ……………………(3)
Dh − Dp
2 2
running casing. It may be considered almost closed when
using differential float collars in casing. The differential This effective annular mud velocity is the mud velocity,
float collars are excellent tools for continuous filling of which produces viscous drag effect of surge pressure2). The
the casing however most of the fill up generally occurs value of K is 0.45, which is a good general average for K.
after the joint of casing has been lowered into the hole. Since the critical problem encountered if the surge pressure
Thus, in generally, even with differential fill-up tools, the reach the maximum value when the pipes are moved with the
casing can be considered closed when calculating surge maximum velocities, therefore P.L. Moore introduced the
pressure3). Maximum Effective Annular Mud Velocities (Vmax) which
2. The fluid flows in the annulus of the borehole are steady is:
state. The real fluid flow condition is unsteady state6),
because there are pressure transient effect which occurs Vmax = 1,5.Vac …………………………............(4)
when pipe or casing are set in motion and then brought to This multiplier value 1.5 based on field experience.
stop as soon as a complete joint of casing or a stand pipe
is run in or pulled from the hole. Determination of Surge Pressure Using Pressure
3. Drilling fluids is considered as incompressible fluid. Loss Equation for Bingham Plastic Model
4. Drill pipe or casings are considered not having Based on Vmax, the surge pressures were calculated every
connections, it cause diameter changes. 1000-ft of depth using pressure loss equation for Bingham
5. Hole diameter is constant. Plastic Model from Hussain Rabia1). The annular pressure loss
6. The value of K (Mud Clinging Constant from J.A. equations are expressed as,
Burkhardt) is 0.45, a good general average for K3). • Critical Velocities (Vc):
97.PV + 97.( PV 2 + 6,2.ρmud .De .YP)0,5 ……………...(5)
2
7. Maximum Effective Annular Mud Velocities (Vmax) =
Vc =
1.5 x Effective Annular Mud Velocities (Vac). This value ρmud .De
based on field experience3). Where: De = Dh – ODdp (or ODcollar)…….……..…(6)
__
• If V < Vc, it means that flow regime is laminar, so that:
SPE 64480 NEW FORMULA OF SURGE PRESSURE FOR DETERMINING SAFE TRIP VELOCITIES 3
In Comparison to Burkhardt formula, it is shown that these 2. Burkhardt, J.A.: ”Wellbore Pressure Surges Produced by Pipe
new formulas have higher value than Burkhardt especially for Movement,” paper SPE 1546-G presented at 35th Annual Fall
pipe velocities 20 – 300 ft/min, this phenomenon is obvious Meeting of SPE, Denver, October 2-5, 1960.
because we used a multiplier value 1.5 in determining 3. Moore, P.L.: ”Drilling Practice Manual,” The Petroleum
Publishing Company, Tulsa, Oklahoma, 1974.
Maximum Effective Annular Mud Velocities (Vmax). 4. Bazer, D.A. and Owens, H.B. Jr.: “Field Application and Result
of Pipe Tripping Nomographs,” paper SPE 2656, prepared for
Conclusions the 44th Annual Fall Meeting of SPE, Denver, September 28,
1. Correlation between surge pressure and correction 1969.
parameter factor of plastic viscosity, yield point, mud density 5. Bible, M.J., Hedayati, Z., and Choo, D.K.: “State-of-The-Art
and hole-pipe size could be made in the simple correlation Trip Monitor,” paper SPE 21965, presented at the 1991
using Bingham Plastic fluid models. SPE/IADC Drilling Conference, Amsterdam, March 11-14,
2. In laminar flow, surge pressures are not influenced by 1991.
mud density parameter. 6. Manohar, L.: “Surge and Swab Modeling for Dynamic Pressure
3. In turbulent flow, surge pressures are not influenced by and Safe Trip Velocities,” paper SPE 11412, presented at the
1983 SPE/IADC Drilling Conference, New Orleans, Louisiana,
mud yield point parameter. February 20-23, 1983.
4. These new formulas are simple and convenient enough 7. Zamora, M. and Lord, D.L.: “Practical Analysis of Drilling Mud
to be used in the field for predicting the surge or swab pressure Flow in Pipes and Annuli, ” paper SPE 4976, prepared for the
for range values of pipe velocities, mud properties, hole-pipe 49th Annual Fall Meeting of SPE, Houston, Texas, October 6-9,
size, which most often encountered in field operations. 1974.
5. Theoretically, for pipe velocities between 20-300 ft/min,
the power and simple formulas are the best because of its good Appendix
in accuracy. New Equation with Correction to All Parameters. Based on
6. Theoretically, for pipe velocities higher than 300 ft/min, the correction parameter of mud properties variable, hole and
the power and linear formulas are the best because of its good pipe size, therefore the new formulas could be made involving
in accuracy. correction from all parameters.
7. The possibility of lost circulation or kick caused by Those new surge pressure formulas including correction all
surging and swabbing effect when tripping the pipe could be parameters could be expressed as,
minimized by calculating the safe trip velocities using those
new simple formulas. A. Simple Formula
Basis Condition:
Nomenclature 2
Ps = .Vp ……………………...……………………….(A-1)
A= turbulent flow geometry coefficient as a function of 5
hole size and nominal size of drill pipe. Plastic Viscosity (PV) Correction:
B= laminar flow geometry coefficient as a function of PV + 80
hole size and nominal size of drill pipe. Dim Ps = …………………………………..….(A-2)
100
Dh= hole diameter (in) Yield Point (YP) Correction:
Dp= pipe diameter (in)
YP …….………………………………….….(A-3)
Dh-De= effective annular clearance (in) Dim Ps =
OD= outside diameter (in) 20
Ps= pressure loss (surge pressure) per 1000 ft Mud Density ( ρ mud ) Correction:
(psi/1000 ft) ρ mud ………………………………………..(A-4)
PV= plastic viscosity of mud (cp) Dim Ps =
Q= mud flow rate (GPM) 10
__ Hole Diameter (Dh) And Pipe Diameter (ODdp) Correction:
V = average fluid velocities (ft/min) 2
Vac= effective annular mud velocities (ft/min) Dim Ps = …..…………….…………………...(A-5)
Vc= critical velocities (ft/min) Dh − Dp
Vmax= maximum effective annular mud velocities (ft/min) Correction for Final Result:
5
Vp= pipe velocities (ft/min) Ps = . Ps divided ..…………………………………….(A-6)
YP= yield point of mud (lb/100 ft2) 4
µp= plastic viscosity (cp)
Final Simple Formula:
ρ = density (ppg)
τo = yield point (lb/100 ft2) 5 2 PV + 80 YP ρ mud 2
Ps = . .Vp . . . . ……..….(A-7)
4 5 100 20 10 Dh − Dp
References Vp .YP . ρ mud .( PV + 80 ) ………………….…..…(A-8)
1. Rabia, H.: “Oilwell Drilling Engineering,” Graham and Trotman Ps =
Publishing Company, London, Great Britain, 1985. 25000 .( Dh − Dp )
SPE 64480 NEW FORMULA OF SURGE PRESSURE FOR DETERMINING SAFE TRIP VELOCITIES 5
Dp
(Vp − 75).( PV + 80).( ρ mud ).12. −5
B. Linear Formula Ps = Dh …....(A-22)
Basis Condition: 2000.( Dh − Dp)
Laminar:
Vp + 500 ………………………….…………….….(A-9)
Ps =
15 C. Power Formula
Turbulent: Basis Condition:
Vp − 75 ……………………………....………..…..(A-10)
Ps = Laminar:
2
Plastic Viscosity (PV) Correction: Ps = 20.Vp 0,16 ………………………….…..………….(A-23)
Laminar: Turbulent:
PV + 33 …………………...……………..……(A-11) Ps = 0,0031 .Vp 1,8 ………………….…………...….(A-24)
Dim Ps =
50 Plastic Viscosity (PV) Correction:
Turbulent: Laminar:
PV + 80 …………………..………………..…(A-12) Dim Ps = 0,0002.Vp 0,84 .( PV − 17) + 1 ...………..…...(A-25)
Dim Ps =
100 Turbulent:
Yield Point (YP) Correction:
Laminar: Dim Ps = 0,57.PV 0,2 ……………………………..…..(A-26)
YP ………………………………………….…(A-13) Yield Point (YP) Correction:
Dim Ps = Laminar:
20
Turbulent: Dim Ps = 0,09.YP 0,81 ……………………………….…(A-27)
DimPs = 1,0…………………………………………....(A-14) Turbulent:
Dp
3,7
12,27.
Ps = (0,0031.Vp1,8 ).(0,57.PV 0,2 ).(1,0).(0,164.ρ mud ).
0 ,8 Dh
Dh − Dp
…………………………………………………………..(A-35)
3,7
Dp
. ρ mud
0,8
Vp 1,8 . PV 0, 2
.
Ps = Dh ......................(A-36)
3,556 .10 3.( Dh − Dp )
SPE 64480 NEW FORMULA OF SURGE PRESSURE FOR DETERMINING SAFE TRIP VELOCITIES 7
Fig.3 – Flow Chart Surge Pressure Calculation Using Pressure Loss Equation in Annular Flow for Bingham Plastic Fluid Model from Hussain
Rabia
SPE 64480 NEW FORMULA OF SURGE PRESSURE FOR DETERMINING SAFE TRIP VELOCITIES 9
Fig.4 – Flow Chart for Developing The New Surge Pressure Formula Including Basis Condition And Correction And Correction of Some
Parameters
Fig.5 – Graphic of Computed Surge Pressure to Pipe Movement Velocities for Basis Condition
10 RUDI RUBIANDINI R.S. SPE 64480
Fig.6 – Graphic of Dimensionless Ps to Pipe Velocities as A Function of Plastic Viscosity for Laminar Flow
Fig.7 – Graphic of Dimensionless Ps to Pipe Velocities as A Function of Plastic Viscosity for Turbulent Flow
SPE 64480 NEW FORMULA OF SURGE PRESSURE FOR DETERMINING SAFE TRIP VELOCITIES 11
Fig.8 – Graphic of Dimensionless Ps to Pipe Velocities as A Function of Yield Point for Laminar Flow
Fig.9 – Graphic of Dimensionless Ps to Pipe Velocities as A Function of Yield Point for Turbulent Flow
12 RUDI RUBIANDINI R.S. SPE 64480
Fig.10 – Graphic of Dimensionless Ps to Pipe Velocities as A Function of Mud Density for Laminar Flow
Fig.11 – Graphic of Dimensionless Ps to Pipe Velocities as A Function of Mud Density for Turbulent Flow
SPE 64480 NEW FORMULA OF SURGE PRESSURE FOR DETERMINING SAFE TRIP VELOCITIES 13
Fig.22 – Graphic Ps New Formula to Ps Bingham Plastic Equation for Pipe Velocities 20 – 300 ft/min
Fig.23 – Graphic Ps New Formula to Ps J.A. Burkhardt Formula for Pipe Velocities 20 – 300 ft/min
SPE 64480 NEW FORMULA OF SURGE PRESSURE FOR DETERMINING SAFE TRIP VELOCITIES 19
Fig.24 – Graphic Ps New Formula to Ps Bingham Plastic Equation for Pipe Velocities 20 – 600 ft/min
Fig.25 – Graphic Ps New Formula to Ps J.A. Burkhardt Formula for Pipe Velocities 20 – 600 ft/min